AI-native automation
Automate work across
HubSpot and 
Orionby AI screensharing.
Pick any amount of tools and Caddi automates them end-to-end. No workflow builder, just show Caddi.
See it on your stack
See Caddi run HubSpot and Orion together.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Practical ways to use HubSpot and Orion together
- 01
Generate report in Orion when new contact in HubSpot.
Caddi watches HubSpot for new contact and generate report in Orion — no copy-paste, no missed records.
- 02
Create contact in HubSpot when describe report parameters in Orion.
Caddi watches Orion for describe report parameters and create contact in HubSpot so the two systems stay in lockstep.
- 03
Generate report in Orion from HubSpot events.
When new deal happens in HubSpot, Caddi generate report in Orion with the right context attached.
Actions Caddi can take across HubSpot and Orion
- HubSpot
New contact
Triggers when a new contact is added to HubSpot.
- HubSpot
New deal
Triggers when a new deal is created.
- HubSpot
Deal stage changed
Triggers when a deal advances to a new stage.
- HubSpot
New form submission
Triggers when a HubSpot form is submitted.
- HubSpot
Create contact
Add a new HubSpot contact with custom properties.
- HubSpot
Update contact
Modify an existing contact's properties.
- HubSpot
Create deal
Open a new deal with pipeline, amount, and associations.
- HubSpot
Update deal
Modify a deal's stage, amount, or close date.
- HubSpot
Create task
Schedule a follow-up task against a contact or deal.
- Orion
Describe report parameters
Searches all available reports by name, retrieves parameter requirements and options, normalizes complex API structures into simple parameter descriptions that automation scripts can easily underst…
- Orion
Download report
Downloads a report using the URL returned from GenerateReport and saves it to S3.
- Orion
Resolve entity ID
Searches for households, registrations, and accounts by name and returns their numeric IDs.
- Orion
Generate report
Generates Orion reports (standard or envision) with parameter overrides for dates, entities, and output format.
Common questions
How does Caddi connect HubSpot and Orion?
HubSpot and Orion just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against HubSpot and Orion end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect HubSpot and Orion to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Orion loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate HubSpot and Orion?
Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Orion, and the rest of your stack.